Qualify Leads Your Way – Not Microsoft’s Way
Microsoft’s standard Lead Qualification tool does exactly one thing: it converts a Lead into an Account, Contact, and Opportunity. If your business sells the way
Dynamics 365
Two Small Tools That Save Your Dynamics 365 Team Hours Every Week
Not every CRM problem needs a big solution. Some of the most time-consuming friction in a Dynamics 365 system comes from small, repetitive tasks –
Your Customer Called About an Email You Didn’t Send. Now What?
A customer calls asking about “that email” they got last week. You have no idea what they’re talking about – because it came from marketing,
Your CRM Already Knows. It’s Just Not Telling Anyone
Somewhere in your Dynamics 365 system, there’s a view that matters. “Accounts with planned revenue but no sales activity in 180 days.” “Invoices over 90
Five Tools Microsoft Doesn’t Give You (But Every Dynamics 365 Team Needs)
Your Dynamics 365 license gives you a CRM. It doesn’t give you a training library your team will actually use, visibility into who’s using the
Introducing the P2 Control Layer
Better tools for teams already on Dynamics 365. Over the years, one pattern has shown up again and again in the companies we work with.
How We Manage Your Requests: Keeping Statuses Accurate and Projects on Track
At P2 Automation, we believe transparency goes both ways. That’s why our System Issues module gives you the ability to update task statuses directly from
How We Manage Your Requests: Organizing Your System Issues for Full Visibility
At P2 Automation, we want to make it easy for you to see everything we’re working on for your team. With our System Issues module
How We Manage Your Requests: Visibility and Control in Your CRM
At P2 Automation, we know how frustrating it can be to wait for updates on your requests. That’s why we built the System Issues feature
Introducing our new Activity Center for Dynamics 365: A Smarter Way to Manage Activities
Managing activities in Dynamics 365 can feel overwhelming. Between the Timeline, filters, and countless activity types, it’s easy to lose sight of what really matters—finding